CBS Funding

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

16656 Ventura Blvd Ste 203, Encino, Cali...

Phone Number

(800) 238-5490

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About CBS Funding

CBS Funding, Inc. specializes in retirement planning and investment advisory services tailored to both business owners and individuals. They provide a range of services including employer-sponsored retirement plans such as 401(k) Plans and Cash Balance Plans, as well as individual investment options like IRAs and taxable brokerage accounts. Their goal is to help clients build a secure financial future based on their unique needs and objectives. CBS Funding, Inc. operates as a Registered Investment Advisor and emphasizes the importance of personalized financial planning.Explore more
Popular SearchesCbs Funding IncSIC Code 62,628NAICS Code 52,523Show more

CBS Funding Org Chart

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Vice President & Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CBS Funding

<$5M
1-10
Private
-
1985
SS
Sharon StadulVice President & Chief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
ER
Emily ReissOffice Administrator
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2014
KW
Kimberly WebbClient Relations Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CBS Funding is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CBS Funding is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CBS Funding.

CBS Funding Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding CBS Funding

What is CBS Funding's official website?
CBS Funding's official website is www.cbsfunding.net
What is CBS Funding's Revenue?
CBS Funding's revenue is <$5 Million
What is CBS Funding's SIC code?
CBS Funding's SIC: 62,628
What is CBS Funding's NAICS code?
CBS Funding's NAICS: 52,523
How many employees does CBS Funding have?
CBS Funding has 1-10 employees
What industry does CBS Funding belong to?
CBS Funding is in the industry of: Finance, Securities Trading
What is CBS Funding competition?
CBS Funding top competitors include: Hull Wealth Management, Fortress Wealth Advisors, 401K Plan Services, Murphy Wealth Management
What technology does CBS Funding use?
Some of the popular technologies that CBS Funding uses are: Cloudflare Website Optimization, Barracuda Networks, Google Font API, Microsoft 365
How do I contact CBS Funding?
CBS Funding contact info: Phone number: (800) 238-5490 Website: www.cbsfunding.net
What does CBS Funding do?

CBS Funding, Inc. specializes in retirement planning and investment advisory services tailored to both business owners and individuals. They provide a range of services including employer-sponsored retirement plans such as 401(k) Plans and Cash Balance Plans, as well as individual investment options like IRAs and taxable brokerage accounts. Their g... oal is to help clients build a secure financial future based on their unique needs and objectives. CBS Funding, Inc. operates as a Registered Investment Advisor and emphasizes the importance of personalized financial planning.Read More

Is CBS Funding a public company?
CBS Funding is private company therefore does not currently have an official ticker symbol
See more information about CBS Funding

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